Client Relationship Manager

ONEASCENT HOLDINGS LLC; Birmingham (AL); On-site; USD 70,000 - 100,000; Full time

Job summary

OneAscent Holdings LLC in Birmingham, AL seeks an Investment Advisor Support professional to act as the primary day-to-day contact for investment-related service requests and onboarding. You will coordinate with custodians, prepare reviews, and assist the Investment Advisor with portfolio updates and modeling.

The role requires 3–5+ years in private wealth or family-office environments, experience with custodians (Schwab preferred), and proficiency with Orion/Black Diamond/Addepar and

Qualifications

• 3 to 5+ years supporting ultra-high-net-worth, private wealth, or family office clients at an RIA or trust company.
• Experience working with custodians, with Charles Schwab preferred.
• Experience with reporting platforms such as Orion, Black Diamond, or Addepar, and CRM proficiency in Redtail or Salesforce.
• Strong attention to detail, clear communication, and command of complex operational workflows.

Responsibilities

• Serve as the primary day-to-day contact for investment-related service requests, delivering white-glove support to remote and multi-entity households.
• Manage onboarding of accounts tied to investment activity, including trusts, LLCs/LPs, donor-advised funds, and institutional accounts.
• Prepare investment review materials and close out client follow-up items.
• Execute investment operations workflows across private fund subscriptions, capital calls, distributions, and alternative investment onboarding.
• Coordinate with custodians and oversee wires, transfers, and money movement.
• Support the Investment Advisor with portfolio updates, allocations, and modeling.
• Keep the Relationship Lead current on investment activity so transactions and reporting align with the client's broader planning strategy.
• Support family office initiatives involving investment activity, such as charitable funding and liquidity planning.
• Oversee account openings, titling, compliance documentation, and CRM records.

Skills

Attention to detail

Clear communication

Ultra-high-net-worth client support

Private wealth experience

Tools

Orion

Black Diamond

Addepar

Redtail

Salesforce

Job description

Description

Reports To: Investment Advisor

Job Type: Full Time

Who We Are

OneAscent is a family of companies committed to helping people align their financial decisions with their values—and we take that mission seriously. We're also a team that genuinely cares for each other and believes work should be a place where people thrive, not just perform. We're a growing, values-aligned RIA serving advisors and clients across the country, and we believe excellent work done with the right heart posture can change lives. Our culture is shaped by five core values we actually live out (not just hang on the wall): Kingdom-Focused Excellence, Humble (Big Team, Little Me), Hungry (Committed, Can-Do Attitude), Smart (Competent and Accountable), Client's Needs First—Always

What It Takes to Win in This Role

Client Engagement

• Serve as the primary day-to-day contact for investment-related service requests, delivering white-glove support to remote and multi-entity households.
• Manage onboarding of accounts tied to investment activity, including trusts, LLCs/LPs, donor-advised funds, and institutional accounts.
• Prepare investment review materials and close out client follow-up items.

Investment Advisor Support

• Execute investment operations workflows across private fund subscriptions, capital calls, distributions, and alternative investment onboarding.
• Coordinate with custodians and oversee wires, transfers, and money movement.
• Support the Investment Advisor with portfolio updates, allocations, and modeling.

Coordination and Operational Excellence

• Keep the Relationship Lead current on investment activity so transactions and reporting align with the client's broader planning strategy.
• Support family office initiatives involving investment activity, such as charitable funding and liquidity planning.
• Oversee account openings, titling, compliance documentation, and CRM records.

Requirements

What You Bring to the Table

Required Qualifications

• 3 to 5+ years supporting ultra-high-net-worth, private wealth, or family office clients at an RIA or trust company.
• Experience working with custodians, with Charles Schwab preferred.
• Experience with reporting platforms such as Orion, Black Diamond, or Addepar, and CRM proficiency in Redtail or Salesforce.
• Strong attention to detail, clear communication, and command of complex operational workflows.

Preferred Qualifications

• Working knowledge of alternative investments, private funds, and capital calls.
• Familiarity with trusts, LLCs, LPs, and multi-entity wealth structures.
• Experience with investment-related legal or tax documentation.